Investment: Operations/Admin Jobs in Wisconsin

Work Location: This position is located in Madison, WIRelocation Assistance will be provided for the ideal candidate!We are seeking an uncommon professional to join our team as a Director, Investment FinanceAt CUNA Mutual Group, our in-house and external investment management teams oversee $12b+ in general account assets an ...

Our client, a successful Financial Services firm has an immediate direct hire opportunity for an energetic Financial Services Assistant to work with their team of professionals. The organization provides financial, investment, retirement, tax and estate planning for individuals, families, and businesses.&nbsp ...

Position Overview
An exciting administrative position in Fond du Lac’s premier financial planning firm has recently become available!
A well-established high volume financial planning firm, in Fond du Lac, is recruiting for a client services professional. We are a team-oriented office with an emphasis ...

Investment analyst needed to perform research, analysis and other functions to support the management of the fixed income and loan portfolios of a unique wholesale financial institution. The qualified candidate will be a college graduate with at least two-year’s experience in investment or credit analysis and a sound ...

Manage the accounting team and accounting functions, tax, banking, filling, budgeting, reporting and funded accounts. We are looking for a hands-on accounting professional who pays attention to detail and is accurate in a fast-paced environment. Management expertise, strong verbal and written commu ...

WEA Member Benefits is currently seeking a full time Retirement and Investment Specialist to join our team. This position is responsible for providing, evaluating, and improving program administration services for the Trust Tax Sheltered Annuities (TSA) and Individual Retirement Account (IRA) programs; providing techn ...

Under direction of top division management, work closely with Case Management, Claimant Services and other Departments, manage the financial matters of A.B. Data's Class Action Administration Division.
Responsibilities include but are not limited to managing the accountin ...

Based on our rapid growth, we are seeking an Investment Sales Assistant for our team. The successful candidate will perform various advanced administrative and/or operational industry and professional functions. Provides specialized services and works closely with the Financial Professionals and clients to ...

Job Title: Processing Technician - Premium Audit Job ID: 26977 Location: WI-Madison \ Sun Prairie Full/Part Time: Full-Time Regular/Temporary: Regular Job Summary The purpose of the Processing Technician is to to be able to perform this job, this individual must be able to process all different types of audits for all lines ...

Job Title: Processing Technician Job ID: 27079 Location: WI-Madison \ Sun Prairie Full/Part Time: Full-Time Regular/Temporary: Regular Job Summary The purpose of the Processing Technician is to be able to perform this job, this individual must be able to process all different types of audits for all lines of business Audit ...

PaulaHogan, a Milwaukee-based fee-only financial advisory firm offering portfolio management and comprehensive planning services to individuals and families, is expanding its operations support team.
We are looking for an additional Client Service Associate to work closely with our Financial Advisers to track and impleme ...